A complete marketing and CRM platform built specifically for loan officers — pre-configured, pre-loaded with mortgage campaigns, and ready to execute from day one.
Stop juggling spreadsheets, your LOS, and three different apps. Sapphire United Systems gives you a mortgage-specific CRM with pipelines built for how loan officers actually work.
Pre-built stages from new lead to closed loan, customizable to your process.
Full history of every interaction, email, text, call, and note in one timeline.
Know exactly where every lead came from and what converted.
Track loan amounts, property types, LOS status, and anything else you need.
The #1 reason loan officers lose deals? Slow follow-up. The #1 reason past clients forget you? No nurture. Sapphire United Systems automation engine solves both — running 24/7 whether you're in closings or on vacation.
New leads get contacted in under 2 minutes via text, email, or voicemail drop.
Past clients and referral partners hear from you consistently, automatically.
Never miss a touchpoint. Messages go out on time, every time.
Email, SMS, and voicemail drops — all in one workflow.
If/then branching based on opens, clicks, replies, and custom events.
Every campaign in Sapphire United was built by mortgage marketing operators — not designers who've never seen a rate sheet. Email sequences, social content, landing pages, and nurture flows designed for how borrowers actually think and act.
Dozens of ready-to-deploy mortgage campaigns for every scenario.
High-quality, branded emails for rate updates, market news, milestones, and more.
Lead capture pages optimized for mortgage conversion.
Schedule and publish mortgage content across platforms.
Create custom content when you need something beyond the library.
Sapphire United integrates with the tools you already use — your LOS, lead sources, and calendars. It ensures your data flows seamlessly while replacing the overhead of fragmented apps.
Direct sync with Encompass, Byte, and more for automated status updates.
Import leads instantly from Zillow, Facebook, and Google Ads.
Full integration with Google and Outlook for direct booking.
Manage Facebook, Instagram, and LinkedIn from one unified dashboard.
Connect to 5,000+ additional applications to automate any workflow.
For team leaders and branch managers who need more than a shared login. Sapphire United gives you the tools to deploy marketing at scale, onboard new hires fast, and see exactly what's working across your team.
Quickly deploy proven account configurations to new team members.
Round robin, weighted routing, and custom rules for incoming leads.
Shared templates, campaigns, and assets ensure every producer stays on-brand.
Get new hires live in days, not months, with pre-built account templates.
A single point of contact who knows your team and your goals.
Stop paying for tools you're not using. Start with a system that's already built, already loaded, and ready to execute your mortgage marketing from day one.
Built by mortgage operators. Trusted by 2,500+ loan officers served.